StockDriftsStockDriftsTop 50 15 Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 13.95% | 444.6K | $55.7M | new | $124.72(-1.69%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 11.11% | 725.1K | $44.3M | new | $60.96(+3.33%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 7.19% | 414.5K | $28.7M | new | $68.64(+0.47%) | 2026-09-30 | |
| IEMG | ISHARES INC | 4.73% | 232.8K | $18.9M | new | $82.00(-5.68%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.02% | 42.8K | $16.0M | new | $372.14(+0.91%) | 2026-09-30 | |
| SPTI | SPDR SERIES TRUST | 3.93% | 574.7K | $15.7M | new | $27.84(-1.42%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.89% | 358.4K | $15.5M | new | $44.40(-1.61%) | 2026-09-30 | |
| HDEF | DBX ETF TR | 2.89% | 356.8K | $11.5M | new | $32.24(+3.74%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.85% | 58.2K | $11.4M | new | $193.14(-3.72%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.76% | 140.4K | $11.0M | new | $79.67(-0.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
15 Wealth Advisors LLC reports $399.13M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are IWF (13.9%), SPYV (11.1%) and DYNF (7.2%). The top 20 holdings account for 75.8% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from 15 Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2148692). View 15 Wealth Advisors LLC’s 13F filings on SEC